See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,732 | $70,879+52.0% | $189,557-43.2% | $79,386+35.7% |
| Participation rate | 64.0% | 68.0%-4.0pp | 78.4%-14.5pp | 70.7%-6.7pp |
| Annual return | 14.17% | 20.70%-6.5pp | 64.17%-50.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,430 | $1,806-20.8% | $4,412-67.6% | $2,427-41.1% |
| Participant deferral / active EE | $5,164 | $4,081+26.5% | $6,174-16.3% | $4,046+27.7% |
| Admin fee / account holder | $174 | $647-73.1% | $9,807-98.2% | $626-72.2% |